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IAG Wealth Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

IAG Wealth Partners’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.1K Buy
1,424
+1,398
+5,377% +$61.8K 0.01% 200
2025
Q4 		$1.2K Hold
26
– – ﹤0.01% 457
2025
Q3 		$1.15K Hold
26
– – ﹤0.01% 479
2025
Q2 		$1.23K Hold
26
– – ﹤0.01% 454
2025
Q1 		$1.14K Buy
+26
New +$1.11K ﹤0.01% 466

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

IAG Wealth Partners's EPI Position: Q1 2026 in Review

IAG Wealth Partners increased its WisdomTree India Earnings Fund ETF (EPI) stake by 5,377% in Q1 2026, buying an estimated $61.8K and bringing the position to 1,424 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #200.

IAG Wealth Partners first reported a position in EPI in Q1 2025 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • IAG Wealth Partners held 1,424 shares of WisdomTree India Earnings Fund ETF worth $58.1K as of Q1 2026.
  • IAG Wealth Partners bought 1,398 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $61.8K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #200 holding.
  • IAG Wealth Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.